See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,938 | $109,413-46.1% | $156,263-62.3% | $84,808-30.5% |
| Participation rate | 94.5% | 72.7%+21.9pp | 78.9%+15.6pp | 68.3%+26.2pp |
| Annual return | 8.87% | 20.18%-11.3pp | 59.47%-50.6pp | 40.90%-32.0pp |
| Employer contribution / active EE | $4,710 | $2,907+62.0% | $4,333+8.7% | $2,631+79.0% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,511 | $9,357-73.2% | $14,255-82.4% | $7,344-65.8% |